[skatingaway]

Moats are for direct competition. China is not a competitor to spacex because the US government is spacex’s largest subsidy/customer. Put another way: nasa won’t be using Chinese rockets. Unless they bribe trump. Which could happen.

[marcus_holmes]

NASA ended up using Russian rockets because the Space Shuttle program got politically awkward. There is definitely a world where they'd use Chinese rockets.

[JumpCrisscross]

> China is not a competitor to spacex because the US government is spacex’s largest subsidy/customer

SpaceX has loads of international launch and connectivity customers. China undercutting SpaceX would significantly compromise its prospects.